NOTE 8 — Intangible Asset and Goodwill

1)

Acquisition of Edward

On January 24, 2024, Cheetah Net entered into a Stock Purchase Agreement to acquire 100% of the equity interests in Edward. The transaction closed on February 2, 2024. The gross purchase price was $1.5 million. Consideration paid consisted of $0.3 million of cash and the issuance of 79,521 shares of the Company’s Class A common stock with a fair value of $1.2 million. In accordance with ASC 805, Business Combinations (“ASC 805”), it was determined that the fair value of the stock consideration was $0.9 million at the time of the transaction, reflecting a comprehensive evaluation of the stock’s market conditions and liquidity impacted by lock-up period restrictions.

The purchase price was initially recorded on a preliminary basis as of February 2, 2024. The assets acquired and liabilities assumed were estimated based on management’s estimates, available information, and supportable assumptions that management considered reasonable. During the second quarter of 2024, the Company finalized the purchase price allocation. As a result, adjustments were made, particularly concerning the deferred tax liability related to intangible assets, which led to a corresponding adjustment in the value of goodwill. The final valuation of assets acquired and liabilities assumed was reflected in the financial statements as of December 31, 2024 and shown below.

As of June, 2024

As of March 31, 2024

Change

  ​ ​ ​

Finalized value

  ​ ​ ​

Preliminary value

  ​ ​ ​

Amount

Acquired assets acquired and (liabilities):

  ​

  ​

  ​

Cash

$

79,883

$

79,883

$

Accounts Receivable

 

47,354

 

47,354

 

Other Current Assets

 

42,685

 

42,685

 

Right-of-use Lease Asset

 

645,625

 

645,625

 

Fixed Assets

 

60,795

 

60,795

 

Developed Technology

 

120,000

 

120,000

 

Customer Relationships

 

360,000

 

360,000

 

Trade Names

 

36,000

 

36,000

 

Goodwill

 

568,532

 

437,382

 

131,150

Other Noncurrent Assets

 

27,000

 

27,000

 

Accounts Payable

 

(34,686)

 

(34,686)

 

Accrued Expenses Payable

 

(20,933)

 

(20,933)

 

Deferred Tax Liability

 

(131,150)

 

 

(131,150)

Operating Lease Liability, Current

 

(94,548)

 

(94,548)

 

Operating Lease Liability, Long Term

 

(506,557)

 

(506,557)

 

Total Purchase Consideration

$

1,200,000

$

1,200,000

$

The fair value of the accounts receivable, other assets, and liabilities assumed approximates their gross contractual amounts. The fair value of the fixed assets approximates its net carrying value as of the acquisition date. The fair values of intangible assets, including $120,000 of developed technology, $360,000 of customer relationships, and $36,000 of trade names, were determined using assumptions that are representative of those market participants would use in estimating fair value.

2)

Acquisition of TWEW

On November 27, 2024, Cheetah Net entered into a Stock Purchase Agreement to acquire 100% of the equity interests in TWEW. The transaction closed on December 19, 2024. The gross purchase price was $1 million. Consideration paid consisted of $0.2 million of cash and the issuance of 469,484 shares of the Company’s Class A common stock with a fair value of $0.8 million. Following ASC 805, it was determined that the fair value of the stock consideration was $1 million at the time of the transaction, reflecting a comprehensive evaluation of the stock’s market conditions and liquidity impacted by lock-up period restrictions.

Acquired assets acquired and (liabilities):

  ​ ​ ​

  ​ ​ ​

Cash

$

69,980

Accounts Receivable

 

43,120

Other Current Assets

 

1,210

Customer Relationships

 

600,000

Goodwill

 

475,861

Deferred Tax Liability

(140,171)

Short term loans payable

 

(50,000)

Total Purchase Consideration

$

1,000,000

The fair value of the accounts receivable, other current assets, and short-term loans payable assumed approximates their gross contractual amounts. The customer relationship intangibles of $600,000 were valued by discounting estimated after-tax earnings over their remaining useful lives using the multi-period excess earnings method, that are representative of those a market participant would use in estimating fair value. The Company recorded amortization of intangible assets with finite lives are computed using the straight-line method over the estimated useful lives as below:

Intangible Assets

  ​ ​ ​

Estimated Useful Lives (month)

Edward-Developed Technology

84

Edward-Customer Relationships

144

Edward-Trade Names

84

TWEW-Customer Relationships

120

During the years ended December 31, 2025 and 2024, the Company incurred accumulated amortization expenses of $107,726 and $52,928, respectively.

Management conducted an impairment assessment of goodwill and intangible assets associated with the Edward acquisition in accordance with ASC 350, Intangibles—Goodwill and Other. The Company utilized a discounted cash flow (“DCF”) model to estimate the fair value of the reporting unit, taking into consideration projected revenues, operating margins, terminal value assumptions, and a discount rate reflecting the risks of the underlying cash flows.

Based on the results of this analysis, management determined that the carrying value of certain intangible assets and goodwill exceeded their estimated fair value, and accordingly, recorded an impairment charge. Key assumptions used in the analysis included management’s projections of future cash flows, growth rates, and weighted average cost of capital. Changes in these assumptions, or a decline in actual performance compared with forecasts, could result in additional impairments in future periods.

  ​ ​ ​

As of December 31, 2025

  ​ ​ ​

  ​ ​ ​

As of December 31, 2025

Intangible Assets

Preliminary value

Impairment loss

Finalized Value

Edward-Customer Relationships

$

310,000

$

(135,346)

$

174,654

Edward-Trade Names

 

27,429

 

(27,429)

 

Edward-Goodwill

 

568,532

 

(568,532)

 

Total future amortization expenses for finite-lived intangible assets were estimated as follows:

2026

  ​ ​ ​

94,045

2027

 

94,045

2028

 

94,045

2029

 

94,045

Thereafter

 

416,391

Total

$

792,571

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Historical Timeline

Fiscal YearFiled
2025Mar 20, 2026Showing above
2024Mar 12, 2025

About Goodwill & Intangibles Disclosures

Goodwill and intangible asset disclosures reveal the premium paid in acquisitions and how management assesses whether that premium retains its value. Since goodwill is no longer amortized under US GAAP, the annual impairment test is the only mechanism that adjusts carrying values downward — making the assumptions behind that test critically important for investors.

Key signals: a history of goodwill impairments suggests management consistently overpays for acquisitions. Watch the gap between reporting unit fair value and carrying amount — when fair value exceeds carrying amount by less than 10-20%, a small decline in business performance could trigger a write-down. For finite-lived intangibles, examine useful life assumptions across customer relationships, technology, and trade names; aggressive estimates inflate near-term earnings. Compare total intangibles-to-total-assets ratios against peers to assess acquisition dependency. Rising goodwill as a percentage of equity can signal balance sheet fragility.